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Get the free NextGen College Investing Plan Payroll Deduction Allocation Form

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Branch Processing Instructions Please see reverse side Next Gen College Investing Plan Payroll Deduction Allocation Form Please use this form to: Initiate new payroll deduction instructions Change
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NextGen is a college investing plan designed to help families save for future higher education expenses.
The plan can be opened and contributed to by anyone, including parents, grandparents, relatives, or even the student themselves.
To fill out the NextGen College Investing Plan, you will need to provide personal information about the account owner and beneficiary, choose investment options, and contribute funds to the plan.
The purpose of the NextGen College Investing Plan is to provide a tax-advantaged way for individuals to save for higher education expenses.
The NextGen College Investing Plan requires personal information of the account owner and beneficiary, as well as investment choices and contribution amounts.
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